Senior Wealth Advisor & Portfolio Strategist
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Ultimate Staffing Services is recruiting an Investment Counselor / Portfolio Manager in Pasadena, CA to deliver sophisticated investment guidance and wealth planning for high-net-worth clients. You will manage client portfolios, tailor strategies, and foster trusted relationships with a fiduciary mindset.
The ideal candidate has extensive investment management experience, strong relationship skills, and the ability to coordinate with tax, estate and retirement planning professionals. DOE.
Our team is growing, and we are hiring a Senior Wealth Advisor & Portfolio Strategist in Pasadena, CA, United States.
We are currently recruiting a Senior Wealth Advisor & Portfolio Strategist for our team in Pasadena, CA, United States.
This is a strong position to take on the Senior Wealth Advisor & Portfolio Strategist role at Ultimate Staffing Services.
As a Senior Wealth Advisor & Portfolio Strategist, you will play an important part at Ultimate Staffing Services in Pasadena, CA, United States.
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